+98.1%
NU vs ODFL
-13.7%
+111.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.2% | -2.6% |
| 7D | -4.9% | -3.3% | -1.6% | -4.0% |
| 30D | +7.8% | -15.3% | +23.1% | +12.4% |
| 3M | +20.9% | -27.3% | +48.2% | +31.0% |
| 6M | +0.9% | -4.5% | +5.4% | +0.8% |
| YTD | -12.7% | +15.1% | -27.8% | -18.4% |
| 1Y | -6.4% | +21.1% | -27.5% | -14.3% |
| 3Y | +98.1% | -14.1% | +112.2% | +105.7% |
| All | +98.1% | -13.7% | +111.8% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ODFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling